Ed Slott's IRA Elite Advisor

 

Members of Ed Slott’s Elite IRA Advisor Group™ are armed with specialized knowledge, tools and programs such as The Complete IRA Care Solution™, which takes clients through a diagnostic checklist to ensure that their IRAs are set up and maintained correctly. By utilizing The Complete IRA Care Solution™, we can review your retirement plans for the following:
  • Traditional and Roth IRA’s
  • Beneficiary Designations
  • Estate Planning
  • Distribution Options
  • Required Minimum Distribution
  • Prohibited Transactions
  • Tax Breaks for Retirement Plan Beneficiaries
  • Early Distributions
 
To schedule an IRA Checkup contact me at:
            Sarvey G. Canella, CFP, MBA
            412-262-1040
 

 

 

 

 

 

Ed Slott’s Elite IRA Advisor Group™ is for investment services only. Ed Slott's endorsement does not extend to the financial planning or investment advisory services offered by Sarvey Canella. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™.